---
title: Assign a payment inquiry case
description: Assign a payment inquiry case to yourself or to another inquiry agent so that you or another agent can start investigating the case.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/financial-services-payment-operations/assign-payment-inquiry-case.html
release: australia
product: Financial Services Payment Operations
classification: financial-services-payment-operations
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Managing payment inquiries, Use, Payment Operations, Banking applications, Financial Services Operations \(FSO\)]
---

# Assign a payment inquiry case

Assign a payment inquiry case to yourself or to another inquiry agent so that you or another agent can start investigating the case.

## Before you begin

Role required: sn\_bom\_payment.inquiry\_agent, sn\_bom\_payment.inquiry\_agent\_connector, or sn\_bom\_payment.admin

## About this task

When a payment inquiry request is submitted, the inquiry case is automatically assigned to an assignment group or user in the payment inquiry department. The assignment is based on the configured assignment rules. If the case is assigned to an assignment group, any member from the group can triage the case themselves or assign the case to another member of the group.

## Procedure

1.  Navigate to **All** > **Financial Services Operations** > **Workspace**.

2.  Select the lists icon \(\[Omitted image "inline-data-vis-96px-list.png"\] Alt text: lists icon\).

3.  In the **Lists** tab, under **Payment Inquiry Cases**, click **All**.

4.  In the list, click a case to open it.

5.  Assign the case.

    -   To assign the case to yourself, click **Assign to me**.
    -   To assign the case to another agent, select an agent in the **Assigned to** field.

## Result

The case is assigned to an inquiry agent. If the agent also belongs to an agent assignment group, the group's name appears in the **Assignment group** field.

**Parent Topic:**[Managing payment inquiries](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-payment-operations/managing-payment-inquiries.md)